Where Can I Locate My Tax Documents?

Audience: property owners who want to quickly find their tax documents without digging through emails or past statements.

They’re organized to support easy access, secure storage, and year-over-year reference.

Here’s exactly where to look and what to expect.

FAQs ❓

Are tax documents mailed to me?
Typically no. Most documents are delivered electronically.

Will I get an email when tax documents are ready?
In many cases, yes but the portal is always the source of truth.

Can I access prior-year documents?
Yes. Historical documents are usually retained in the portal.

What if I don’t see my tax documents yet?
They may not have been issued yet for the current tax year.

The Primary Location: Your Owner Portal ✔️

Your Owner Portal is where you’ll find:

1099 forms (when applicable)
Annual owner statements
Historical financial records

Once logged in, navigate to the Documents or Statements section.

Types of Tax Documents You’ll Find 📄

1099 Forms

If applicable, your 1099 will:

Reflect gross rental income processed
Be issued for the relevant tax year

Annual Owner Statements

These provide:

Income totals
Expense breakdowns
Management fees
Repair and maintenance costs

Many owners rely on these as much as the 1099 itself.

When Documents Are Typically Available 🗓️

Tax documents are generally:

Prepared after year-end reconciliation
Uploaded ahead of IRS deadlines
Made available once all data is finalized

Exact timing can vary slightly year to year.

Why You Might Not See a 1099 🚫

You may not receive a 1099 if:

Payment thresholds weren’t met
No disbursements occurred
Ownership structure changes affected reporting

Even without a 1099, statements still provide full records.

Tips for Finding Documents Quickly 💡

Use filters by year
Download documents annually and save copies
Don’t rely solely on email notifications

Bookmarking the portal saves time every tax season.

What If I Need Older Documents? 📚

Most prior-year documents remain accessible:

Through the portal
Under historical statements or document archives

Keeping your own backups is always recommended.

A Helpful Owner Perspective 🤔

Instead of searching emails each year, think:

“My Owner Portal is my filing cabinet.”

Owners who use it that way rarely scramble during tax season.